Independence Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Independence Wealth Advisors’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-56,281	Closed	-$1.41M	–	16
2020 Q2	$1.41M	Sell	56,281 -270,835	-83%	-$6.51M	3.4%	8
2020 Q1	$7.39M	Buy	327,116 +8,179	+3%	+$247K	8.89%	4
2019 Q4	$10.7M	Buy	318,937 +1,607	+0.5%	+$51.6K	10.4%	2
2019 Q3	$9.76M	Sell	317,330 -10,224	-3%	-$309K	10.29%	2
2019 Q2	$10.1M	Buy	327,554 +27,126	+9%	+$841K	9.92%	2
2019 Q1	$9.27M	Buy	300,428 +66,916	+29%	+$2.06M	10%	3
2018 Q4	$6.7M	Sell	233,512 -82,870	-26%	-$2.54M	8.06%	4
2018 Q3	$10.3M	Sell	316,382 -7,591	-2%	-$248K	10.46%	2
2018 Q2	$10.4M	Buy	323,973 +15,826	+5%	+$529K	10.79%	1
2018 Q1	$10.2M	Sell	308,147 -3,277	-1%	-$112K	9.4%	2
2017 Q4	$10.5M	Buy	+311,424	New	+$10.4M	9.62%	2

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independence Wealth Advisors's IDV Position: Q3 2020 in Review

Independence Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q3 2020, closing a stake of 56,281 shares — an estimated $1.41M sold.

Independence Wealth Advisors first reported a position in IDV in Q4 2017 and held it in 11 quarters. The position peaked at $10.7M in Q4 2019. 358 funds tracked by Wall St. Rank hold IDV as of Q3 2020.

Independence Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q3 2020 after selling out during the quarter.
Independence Wealth Advisors sold 56,281 iShares International Select Dividend ETF shares in Q3 2020, an estimated $1.41M.
Independence Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2017 and held it in 11 quarters.
Independence Wealth Advisors's iShares International Select Dividend ETF position peaked at $10.7M in Q4 2019.
358 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2020.

Based on Independence Wealth Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.